bmo opening account terms and conditions

my role PROJECT MANAGEMENT + PRODUCTION.

working directly with marketing managers, senior project manager (Private Client Group), Director of Product Strategy and Distribution (private banking), this project was a rebrand of account terms and conditions booklets that accompany account opening applications. approximately 20 multi-page booklets, 4 pages shown here. the project also consisted of rebranding account opening multi-page (10+) applications for personal, tfsa, business and US (where applicable) accounts for several lines/sectors. approximately 70 applications altogether. shown on separate slide. all produced in english and french. apps are fillable, AODA compliant and with full calculating capabilites.

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